See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,248 | $104,974-56.9% | $95,585-52.7% | $142,382-68.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | -17.34% | 210.33%-227.7pp | 38.56%-55.9pp | 217.08%-234.4pp |
| Employer contribution / active EE | $1,041 | $2,779-62.5% | $2,527-58.8% | $4,299-75.8% |
| Participant deferral / active EE | $3,002 | $4,352-31.0% | $4,023-25.4% | $6,507-53.9% |
| Admin fee / account holder | $22,900 | $6,386+258.6% | $6,127+273.7% | $12,624+81.4% |